The analyst recommends Hannon Armstrong, a renewable energy finance company, as a good value with a 7.8% dividend yield. He highlights its flexibility in pursuing new market opportunities like energy storage and believes the recent stock decline due to rising interest rates presents an attractive entry point for investors.
“but for investors who are getting in today I think it's a really good value a really good dividend yield I like their assets you know like the flexibility that they have in financing their business long term.”